[car home Information] In August, the list of new forces was released, and Ai ‘an, Ideality and Weilai once again became the top three in the list of new forces. After experiencing the low sales in the first half of the year, Weilai and Tucki both bottomed out in the second half of the year and returned to the "first camp". Weilai’s brand-new (|) was a great success, which helped the sales to be bullish. The cooperation between Tucki and Volkswagen also made the brand see hope. In addition, Ai ‘an, Deep Blue, Zero Run, Krypton, Nezha and Tengshi also performed well, with sales exceeding 10,000 units in August.
● Ai ‘an 52057
In August, Ai ‘an sold 52,057 units, up 15.5% from the previous month’s delivery. Although it ranked first, it grew rapidly, further distancing itself from the second place. Limited by the production capacity of the factory, there was also a phenomenon of "delivery upside down" in August, with 45,029 vehicles produced and sold and 52,057 vehicles delivered by the terminal. Haobo GT, launched in July, also helped Ai ‘an usher in a key watershed of scale profit, which will lead from sales to profit. According to the 2023 semi-annual report disclosed by Guangzhou Automobile Group, Ai ‘an achieved profit for two consecutive months from June to July this year.
● Ideal 34,914 units
In August, LI delivered a total of 34,914 new cars, up 663.8% year-on-year, and the monthly delivery of three models of the ideal L series exceeded 10,000. In the near future, the sales volume of the three ideal cars are relatively stable, with a small increase in sales volume, with a 2.2% increase from the previous month. Different product positioning meets the needs of different families, and the idea of relatively balanced vehicle configuration at different prices has also been recognized by the market. To celebrate the first anniversary of the delivery of L-series vehicles in LI, which exceeded 250,000 vehicles, LI launched a 10,000-yuan insurance subsidy policy within a limited time. The models involved in this discount include new orders for Ideal L9, Ideal L8 and Ideal L7 from August 30, 2023 (inclusive) to September 30, 2023 (inclusive), and you can enjoy an insurance subsidy of 10,000 yuan if you purchase auto insurance through cooperative insurance institutions.
● Weilai 19329 units
Weilai delivered 19,329 new cars in August, an increase of 81.0% year-on-year and a decrease of 5.5% month-on-month. Although there was a slight decrease compared with last month, compared with the bleak situation in the first half of the year, the listing of the new Weilai ES6 undoubtedly gave Weilai a shot in the arm, and the sales volume increased rapidly. With the recovery of sales volume, Weilai’s financial report in the second quarter also performed well. The revenue in the second quarter was 8.77 billion yuan, and the Q3 delivery guideline was 55,000-57,000 units, up 74.0-80.3% year-on-year. The revenue guidance is 18.90-19.52 billion yuan, up 45.3-50.1% year-on-year, which is the highest delivery and revenue guidance in history. Weilai expressed full confidence in the promotion of sales of second-generation platform products. In the second half of the year, with the delivery of new models of the second-generation platform, the scale of production and sales will climb, and the average gross profit will increase. Weilai brand expects that the gross profit margin will increase steadily in the second half of the year, and it is expected to return to double digits in the third quarter, and strive for 15% in the fourth quarter.
● Deep Blue 14736 units
In August, Deep Blue delivered 14,736 vehicles, an increase of 11.8% from the previous month, and the growth was obvious. Among them, the delivery of a Deep Blue S7 vehicle reached 10,039 vehicles in a single month. Two months after the launch and delivery, it achieved the achievement of breaking 10,000 units in a single month. Its starting price of 149,900 yuan, coupled with the size of medium-sized SUV, almost achieved the same price of oil and electricity, plus extended range and pure electric fists, which met the needs of different markets. Deep Blue also expects S7 to have a bigger sales breakthrough in the next few months. Looking forward to the future, in 2024 and 2025, Deep Blue will launch a model with a larger positioning than the current Deep Blue S7, and another off-road SUV model will be launched.
● Run 14,190 units at zero speed.
The sales data of retail in August was 14,190 vehicles, which was basically the same as that of last month, among which C11 vehicles exceeded 10,000 vehicles in a single month. Previously, Zero Car has announced its interim results, with revenue of 5.813 billion yuan in the first half of the year, up 14.4% year-on-year. On August 1st, Zero Run adjusted the price of some models of its C11 and C01, with an adjustment range of 10,000-20,000 yuan. Among them, the adjusted prices of the 650 Zhixiang version and the 580 four-wheel drive performance version of the retail C11 model are 189,800 yuan and 209,800 yuan respectively; After the adjustment of the zero-run C01 model, the 606 Zhixiang version sold for 173,800 yuan, the 717 Zhixiang version sold for 196,800 yuan, and the 630 four-wheel drive performance version sold for 208,800 yuan. These adjustments also promoted the sales volume. At the upcoming Munich Auto Show, Zero Run will also release a brand-new model CX (code B11). According to the plan, Zero Run will launch seven new cars from 2023 to 2025, including two cars and five SUVs.
● 13,690 units in Tucki
In August, Xpeng Motors delivered 13,690 new cars, up 24% month-on-month and 43% year-on-year, and delivered more than 10,000 vehicles for two consecutive months, which has maintained a growth trend for seven consecutive months. Among them, Tucki G6 delivered 7,068 units, an increase of 80% from the previous month. Good things have been happening in Tucki recently. First, on July 26th, Volkswagen brand reached a technical framework agreement with Xpeng Motors. In the initial stage of cooperation, the two parties plan to jointly develop two Volkswagen brand electric vehicles for the medium-sized car market in China. These two new cars, which are exclusively for China market, will complement the product portfolio based on MEB platform, and are planned to go to market in 2026. On August 28th, Xpeng Motors officially announced that it had reached a strategic partnership with Didi to acquire related assets and R&D capabilities of Didi’s smart electric vehicle project. Xpeng Motors will release A-class intelligent electric vehicles with a brand new brand, and plans to achieve mass production in 2024, officially entering the stage of multi-brand strategy.
● 12,303 kryptons
In August, Extreme Krypton delivered 12,303 new cars, up 2.2% month-on-month and 71.7% year-on-year. At present, there are three models of Extreme Krypton, 001, X and 009, and the overall sales volume is relatively stable. On August 11th, the limited-time discount was launched for some configurations of Krypton 001, with a maximum reduction of 37,000 yuan, which helped the sales volume, but the impact was not great.
● Nezha 12103.
In August, Nezha Automobile delivered 12,103 new cars, up 21% from the previous month. By the end of August, 2023, Nezha had delivered a total of 332,609 vehicles. On August 3rd, Nezha AYA went public, with a greatly upgraded configuration and more attractive price. The starting price was 73,800 yuan, and its comprehensive strength was improved. In the future, Nezha’s new skateboard chassis platform based on Haozhi strategy will also be equipped with intelligent cockpit, 250 kW high-voltage motor, heat pump air conditioner and 1000TOPS computing platform, which can realize L4/L5 automatic driving, and its high-voltage motor will also have an acceleration performance of 0-100km/h in about 3.5 seconds. 400V or 800V SiC charging platform with CTC (Integrated Battery and Chassis) battery system can extend the battery life by 200 kilometers in an ideal environment, so that the total battery life of the vehicle is expected to exceed 1,000 kilometers.
● Tengshi 11515 units
Tengshi Automobile sold a total of 11,515 new cars in August, an increase of 3.3% from the previous month. Among them, Tengshi D9 sales reached 10,035 vehicles, ranking first in MPV sales of more than 300,000 vehicles for eight consecutive months. Tengshi N7 sold 1,480 vehicles in the first month; Tengshi N8 will be delivered nationwide in September. According to the new product planning of Tengshi brand, it will continue to launch eight new models in three years: including three SUV products such as N7/N8/N9, D9, a higher-end MPV product and three car models. It is worth mentioning that all three car products will enter the mid-to-high-end market without exception, and become substitutes for Porsche Panamera, Mercedes-Benz S-Class and BMW 5 Series (Mercedes-Benz E-Class) respectively.
● AITO asks for 5018 sets.
In August, AITO series delivered 5,018 new cars, down 48% year-on-year and up 18.3% quarter-on-quarter. On August 26th, the new AITO M7 Chengdu Auto Show was officially unveiled and a small order was opened. The pre-sale price started at 258,000 yuan, and the order had exceeded 5,000 by August 31st. It will be officially released and delivered on September 12th. In addition to M7, AITO also has a M9 that is worth looking forward to. At present, it has been researched and developed for more than two and a half years, and it is not the ideal L9, but the higher-level Mercedes-Benz GLS and Land Rover Range Rover, especially in the interior, which will have a better performance. It will also support functions such as 800V fast charging and high-order assisted driving.
● Lantu 4009
In August, Lantu delivered 4,009 vehicles, up 65% year-on-year and 17.5% quarter-on-quarter..At present, Lantu has three models for sale: FREE, Dreamer and Chasing Light. On August 19th, the new Lantu FREE went on the market, and the new Lantu FREE all-car series only launched one version, with a price of 266,900 yuan. If the price is further lowered, it will be more attractive. It will be delivered in September, and the new car sales will be reflected in the sales data in September. At the just-held "2023 China Automobile Industry Healthy Development Forum" co-sponsored by China European Economic and Technical Association Intelligent Networked Automobile Branch and car home, Lu Fang, CEO of Lantu Automobile, said that only by continuously improving its operational efficiency and innovation ability can it win market recognition and consumer trust.
● Skyworth 3693
In August, Skyworth delivered a total of 3,693 new cars, up 6.9% from the previous month, of which 987 were exported overseas.Skyworth’s main models currently on sale are two SUVs, HT-i and EV6. HT-i is a plug-in hybrid medium-sized SUV, while EV6 is a pure electric medium-sized SUV. On September 12th, Skyworth Auto 2023 Autumn Technology Ecology Conference will be held, and it is expected that the delivery of super fast charging vehicles will be realized in September.
● 1868 polar foxes
In August, the delivery volume of polar fox vehicles was 1,868 vehicles, which was basically the same as that of last month, and the cumulative delivery volume from January to August was 12,485 vehicles. On August 31st, the results of the first half of 2023 disclosed by BAIC Blue Valley showed that the company’s revenue reached 5.77 billion yuan, a year-on-year increase of 65.85%; In the first half of the year, the overall sales volume of Beiqi Blue Valley reached 35,191 vehicles, up nearly 107% year-on-year. Since 2023, Polar Fox has launched a number of new cars, including Polar Fox Alpha S and T Forest Edition, Polar Fox Alpha S Advance Edition, etc. Polar Fox Koala has started pre-sale during the recent Chengdu Auto Show, with a pre-sale price of 133,800 to 171,800 yuan, which provides a temperature-sensitive parent-child travel space for parent-child travel. On August 14th, BAIC Blue Valley announced that in order to further deepen cooperation, BAIC New Energy will carry out intelligent cooperation with Huawei Terminal Co., Ltd. on the basis of existing strategic cooperation with Huawei Technologies Co., Ltd., and the first model will be positioned as a high-end intelligent pure electric car, and the new car is expected to land next year.
● 1537 sets of Zhiji
In August, the sales volume of Zhiji automobile was 1,537 units, up by 89% year-on-year and down by 10.7% month-on-month. At present, it has sold a total of 10,846 units. Up to now, the order volume of Zhiji LS6 has exceeded 10,000, and it will be officially listed in the middle and early October, and will be delivered as soon as it is listed.
● Hechuang 1011 units
In August, the delivery volume of Hechuang vehicles was 1,011 units. Previously, the delivery volume in July was 1,647 units, a decrease from the previous month. At present, Hechuang’s main products are compact SUV Hechuang Z03, medium-sized SUV Hechuang 007 and medium-sized car Hechuang A06. At present, the pure electric MPV Hechuang V09 has started booking. (Text/car home Qin Chao)
